Client Relationship Manager

As a Client Relationship Manager (Field Sales) at Bigul.co, your role will involve identifying, acquiring, and managing new and existing clients for financial products such as Mutual Funds, Insurance, and Broking. Your expertise in these products will be crucial in achieving sales targets and driving revenue growth through field sales activities. Providing financial advisory services based on clients" investment needs and building long-term customer relationships through trust and consultative selling will be key responsibilities. Conducting regular client meetings, visits, and presentations to promote products and services is essential, along with staying updated on market trends, competitor activities, and regulatory guidelines. Key Responsibilities: - Identify, acquire, and manage new and existing clients for financial products (Mutual Funds, Insurance, Broking). - Achieve sales targets and drive revenue growth through field sales activities. - Provide financial advisory services to clients based on their investment needs. - Build and maintain long-term customer relationships through trust and consultative selling. - Conduct regular meetings, client visits, and presentations to promote products and services. - Stay updated with market trends, competitor activities, and regulatory guidelines. Qualifications Required: - Graduate/Postgraduate in Finance, Business, or related field. - 3-4 years of experience in sales of financial products (Mutual Funds, Insurance, Broking). - Strong client acquisition and relationship management skills. - Excellent communication, negotiation, and interpersonal skills. - Ability to work independently and achieve targets. Please note that as a Client Relationship Manager at Bigul.co, you must be comfortable with field sales and frequent client interactions.,